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Home > Institutional Investor > Cooksen Wealth, Llc > 13F Holdings

Instuitional Investor - Cooksen Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 47,449 $22,225,382 16.59%
2.
Sector Spdr Trust
 XLB 114,572 $16,146,539 12.05%
3.
Vanguard Value Etf - ETF
 70,305 $13,111,204 9.79%
4.
Sector Spdr Trust
 XLB 47,542 $5,696,572 4.25%
5.
Sector Spdr Trust
 XLB 209,812 $5,651,265 4.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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